Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
Vendor & Admin Tools
Admin Settings
Controls platform configuration, workflows, rights, client theme packs, and operations tooling.
Who Uses This Feature
Admin and allowed Broker-level admins
Vendor & Admin Tools
What This Feature Can Do
- BPO configuration
- User administration
- Theme packs
- Workflow templates
- Transition rules and status lanes
- KPI targets
- Monitoring and integrations
- Operations tools
- Focused broker views for Company Settings, Company Onboarding, Company Compliance Library, User Directory, and Assignment Agents
- Company Snapshot access-code panel for brokerages
- Company-level CDA routing defaults without exposing sensitive wire details
- Brokerage-scoped company administration inside a secure container
How To Use It
- Use it for configuration and oversight work only. Make changes deliberately and verify them after save.
- Broker-level admins only manage their own brokerage container; they do not see other brokerages, clients, or company lanes.
- Broker views are intentionally split into focused pages so company setup, onboarding, compliance files, and user administration stay cleaner and easier to manage.
- In Company Settings, use the Company Snapshot area to find and copy the Brokerage Access Code quickly.
- Only the approved CDA routing fields are shown in Company Settings; hidden payment instructions are intentionally not displayed there.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.